5/11/2023
Web Program (CLIPitc.com)
Fixed route sheet option for sorting by last name
Added Crew color in map routing and edit jobs
Employee efficiency report Added total for employee revenue
Fixed issue with note missing on plain paper invoice
Note order should match invoice order
Change wording on add note to all job. Batch changes can now effect checked jobs
Adjust crew schedule screen ordered by Crew number now
Fixed issue with message customer list showing blanks
Corrected employee search filter with partial names
Message about CLIPPAY Processing Fee request in portal
4/13/2023
Web Program (CLIPitc.com)
Added Preservice and Post service template picker for rounds
Added crew headers to route sheet with Material
Fixed issue with extra blank page printing on some reports
Added bill type to edit section for edit jobs
Make work calendar make changes to get work and job records
Add button to import customers from QuickBooks desktop
Work Finalization speed
Message Customer Add status to invoices lines
Autopay and Blank request shouldn't be asking for a form.
Recalc materials for rounds when program is updated. sq ft.
Taxable option for pattern customer
3/13/2023
Web Program (CLIPitc.com)
Added fax and source to custom reports
Added bill type to edit section for edit jobs
Make work calendar make changes to get work and job records
Add button to import customers from QuickBooks desktop
Work Finalization speed
Message Customer Add status to invoices lines
Autopay and Blank request shouldn't be asking for a form.
Recalc materials for rounds when program is updated. sq ft.
Taxable option for pattern customer
2/20/2023
Web Program (CLIPitc.com)
Added area to Job costing report to excel version
Corrected dollars per man hour on the job history screen
Added drag and drop to the view work calendar to adjust job dates.
Corrected mail merge report on custom report when there are bad characters in the data
Mobile App
Added section for lead map to Android and IOS apps. Faster way to add leads while you are in the field and create estimates for new leads.
2/9/2023
Web Program (CLIPitc.com)
Ability to send messages from Customer screen
Added print daily work for unfinalized work preview for the report
Added ability to add round to all customers in patterns section
Consolidated the Account balance report when outstanding credits are showing
Added option to reset discounts in End of year functions section
Added view map button for property section
Mobile App
Added section for lead map to Android and IOS apps. Faster way to add leads while you are in the field and create estimates for new leads.
1/3/2023
Web Program (CLIPitc.com)
Changed Legal route sheets to exclude material when option unchecked
Added date to on hold status for customer
Added grand total to employee efficiency report
Only show job changes for jobs that were in finalize
Mobile App
Added materials to job notes screen on daily work section
12/20/2022
Web Program (CLIPitc.com)
Fixed adjust schedule grid totals
Changed crew filter in message customer to only include crews with work on schedule
Fixed issue with material cost showing in job history screen
Fixed issue with minimum charge display on record work
Changed total with sales tax for the service tickets
Added material cost to daily work report
Changed filter for materials to not include time when filtering for dates
Added estimate notes section for job (for future use)
11/20/2022
Web Program (CLIPitc.com)
Added Text checkbox to customers
Fixed an issue with calculating travel time
Added autoreply to text invoice number
Fixed issue with job once per month job schedule
Added message if ClipPay is inactive and customer is trying to pay online
Changed total with sales tax for the service tickets
Added date option for calculating travel time
Fixed some routing screen issues when making changes
Added search boxes to activate rounds section
Get work added more code to save crew changes even when jobs are not kept in daily work
Added property name to materials report
Added Texting for invoices
Mobile App
Fixed issue with checking jobs to create estimates on mobile.
10/20/2022
Web Program (CLIPitc.com)
Route sheet enhanced route sheet add sq ft. and done to date
Ability to delete fuel surcharges and late fees, and additional charges.
Add Square Feet for job to the batch finalize section.
Group recording sort by routing number
Add cell to service ticket.
Don't allow characters in invoice notes.
Show check numbers on statements.
Marketing invoice emails, add Display name and First name, and Last Name.
Enhanced how search in the top right corner works.
Added Day Of the Week into Custom Reports
Made changes to create merge custom report
Added status processing for finalize work
Added the address to the printout for estimates.
Added search boxes to activate rounds section
Make Get work keep crew changes through earlier date reloads
Added property name to materials report
Mobile App
Dispatch map options to mass change job schedule options based on map area selection
Added dark mode options for IOS and Android
Added ability to kick people off remember me app section.
8/11/2022
Web Program (CLIPitc.com)
Fixed issue with tax applied on estimates
Fixed route sheet invoice notes consolidation issue
Fixed issue with how tax was applied on estimates
Mobile App (unreleased)
Dispatch map options to mass change job schedule options based on map area selection
Fixed issue with email address showing in daily work under customer account
8/1/2022
Web Program (CLIPitc.com)
Fixed issue with invoice/statement preference for new email invoice
Added option to exclude on hold customers for fuel surcharge
Changed installment warning when per service jobs are in a contract
Made credit application process easier
Changed customer sub sort on create merge
Fixed issue on dashboard with job count
Fixed issue with saving a customer
Mobile App (unreleased)
Dispatch map options to mass change job schedule options based on map area selection
7/1/2022
Web Program (CLIPitc.com)
Adjustment to new email form logo sizing
Changed default customer range to 999999999 to include all customers by default
Added additional work report
Added Calendar View to app for IOS Android
Fixed new invoice logo size
Added Credit memos to sales tax section
Mobile App (unreleased)
Added calendar view section for mobile app
Added options for minimum charge under customers section
6/1/2022
Web Program (CLIPitc.com)
Link to google maps in job directly
Added cell phone # to route sheets
Added Company phone to route sheet invoices
Added EPA material information / More detailed material information to route sheets
Sort the record work started/Ended columns by date/time when clicking the headings
Added record work have link back to job
Made payment fee more clear on portal for customers when service charge is charged
Added Rounds to Edit Jobs section
Mobile App (released v1.50)
Made address clickable to map
Added Select rounds on map to Get work section
5/18/2022
Web Program (CLIPitc.com)
Rounds history report display issue fixed
Added billing format to update all. Also billing format is messing with the date changes
Sped up loading Getwork.aspx page
Add jobs to all properties option
Make text on preprint form smaller, add another material to report.
Added invoice notes for all jobs to the route sheet invoice instead of just the first job invoice notes.
Fixed issue with new
Mobile App (released v1.49)
APP make address clickable to map
Android button text sizing change for smaller devices
Changed photos to be taken at higher resolution in the app
5/5/2022
Web Program (CLIPitc.com)
Travel time weighted
Travel time includes clock in/out punch clock entries
Change the Add Job To Group screen to the new screen on Record and Record Work mobile
Changed the Add to group screen/Edit group screen
Fixed issue with employee comments showing for all dates
Added job history option
Changed styling on new invoice/statement form for smaller devices
Mobile App (unreleased)
Limit characters on invoice notes to QB safe characters
Allowed material name to be changed.
Clock in all employees at once in/out
Added two line address format
Fixed issue with Tomorrow's work filter
Added video share option (daily work, job notes, job history)
4/6/2022
Web Program (CLIPitc.com)
Changes to the Employee hours report
Added ICS file emailing with To Do's
Added editable crew header for route sheets
Added Job print out
Added links in Autopay screen
Added Job Estimates excel download
Mobile App (released)
Added touchID timeout options
Added video support for notes
Fixed some visual issues in IOS with Dark mode on
Added Crew Filter options to view work for other crews
2/10/2022
Web Program (CLIPitc.com)
New statement/Invoice emailed option
Added date to adjust schedule screens
Property area field extended
Option to exclude printed invoices for customer with credits on account
Mobile App (released)
Added chemical application activation to mobile application
Added App permissions in Clipitc for editing notes
Added Touchid for Android/Apple in settings
Added charge per hour field in Customer>Job section
Added ability to add charges to invoices
Added Credit card adding/saving in customer section
1/20/2022
Web Program (CLIPitc.com)
Invoice statement drop down option
Print customer report
Print Jobs report
Fuel Surcharge one per option
Added save copy of customer option
Added templates to daily message section
Added taxable field for pattern customers
Added option to fill all months on package screen
Added sorting to activate rounds sections
Added Customer.statement note to custom reports
Added ability to update credit card expiration dates
Notes translation in the record work section
Hours by category report
Mobile App (Unreleased)
Added chemical application activation to mobile application
12/23/2021
Web Program (CLIPitc.com)
Custom fields section added for customers
Custom fields added to the custom reports section
Autofill single payment amount
Additional work report added
Add job to workbank option added to record work
Added filter for finalized work on daily work report
Added taxable field for pattern customers
Added option to fill all months on package screen
Added sorting to activate rounds sections
Added Customer.statement note to custom reports
11/24/2021
Web Program (CLIPitc.com)
Add invoice numbers to statement on customer screen
Route sheet invoice option to include overdue balance
Add reference number to payment reports
11/8/2021
Web Program (CLIPitc.com)
Commissions Report
Added Employee Notes
Added Employee hours by category report
Added Reset prepays option to end of year functions
10/4/2021
Web Program (CLIPitc.com)
Fill in customer since date with today’s date for new customers
Made all columns sortable on sales report
Added Statement note for customers to include notes about bills/payments etc.
Added Care of field to statement/Invoice
Added Employee birthday to employees section
Added taxable as optional for Fuel surcharge
Added option to make budgeted hours actual on charge per hour jobs.
Added rounds status to custom reports
Made general notes clickable with preview
Extended invoice notes character limit
Fixed issue with next year scheduling
Enhanced QuickBooks online synch speed
Added option to not print 0 balance invoices.
Added Service ticket route sheet report to route sheet invoices
Added Vendor fields in materials section and Website for material
Added pattern packages and ability to add jobs to pattern packages
Changed mail merge sort to sort jobs in job number order
Added option for logo on route sheet invoices
Added materials search option
Order jobs by job number under customers account
Mobile App (Unreleased)
Added option to take payments in mobile app (on site cc’d payments)
Added Dispatch Map screens (map views of the work, shortcuts to manage work)
Added permissions for timeclock on mobile app permissions
Made Grouped job moves move the subjobs with master job
8/15/2021
Web Program (CLIPitc.com)
Added Credit memos to CLIPitc
Added property defaults for adding jobs
Fixed issue with customer number showing in to do's
Adjusted related jobs to come in with the master
Added sender email, customer email, to To Do emails
Remove rounds from daily sections if program is put on hold
Enhanced sales tax report processing
Customer account notes moved/expanded
Put customer account number before customer name on to do notifications
Made changes to QuickBooks desktop synchronization for credit card program fee charges.
Mobile App (Unreleased)
Allow jobs to be skipped that are in progress
Added Touch/Faceid to Apple IOS devices
Added links to customer>Job from daily section
Allow groups of jobs to be skipped at one time
7/15/2021
Web Program (CLIPitc.com)
Added Budgeted Mhrs to job costing excel sheet
Shrank the emailed invoice printout
Added ability to import multiple properties
Added Crew colors to get work calendar
Hid inactive employees in user section
Fixed issue with payment application to invoices
Mobile App
Jobs section for Android app (finished notes sections, scheduling, and released)
7/1/2021
Web Program (CLIPitc.com)
Ability to globally change minimum charges
Added Program Status filters in custom section
Added ability to change email subjects
Added/Changed weather API for mobile application
Sub sort crew/route on work projections report
Changed autopayments to service
More definition in crew breaks for daily work report
Single payment sorted by account number
Mobile App (Unreleased work in progress)
Jobs section for Android app
6/14/2021
Web Program (CLIPitc.com)
Added ability to send autopay requests to non portal users
Save customer filters per user
Added Check all buttons in scheduling
Added Apply credits section to change application of payments
Added subsort for job costing report on job date
Adjusted invoice balance format
Adjusted Datetime on autopay format
Mobile App (Unreleased work in progress)
Jobs section for Android app
Adde job notes section to jobs in Android app
Enhanced location tracking for Android
6/1/2021
Web Program (CLIPitc.com)
Route optimization enhancements (faster changes, hours + distance)
Added route number spacing on permanent route numbers
Allow editing of charge on group jobs in daily work
Enable min/max for non contract jobs
Reset jobs now use the previous next visit date instead of today's date
Exclude removed transactions from uninvoiced balance
Added last visit date to rounds
Mobile App (Unreleased work in progress)
Jobs section for Android app
Mobile APP IOS 3.15
Added Jobs section for Apple IOS (menu>customers>Jobs tab)
5/20/2021
Web Program (CLIPitc.com)
Fixed issue with work projections report
Added route number spacing on permanent route numbers
Fixed issue with company logo refreshing
Added balance refreshing in single payment
Changed job notes workflow to be more clear
Fixed Enhanced route sheet sort order issue
Changed crew filter, formatting, and totals on daily gross report
Add status filters to packages report
Mobile App (Unreleased work in progress)
Added add new job function to IOS app
CLIPPay
Anonymous payments
Manage Portal options
5/4/2021
Web Program (CLIPitc.com)
Fixed issue with portal button sizing for submitting payments
Added more permission options for portal
Added portal autopay email option
Added refund option to the Anonymous payments section
Added portal users reporting and functionality (For managing portal users)
Made Auto charge amount field editable.
Made it so that enter key on quicksearch initiates a search.
Fixed issue with price adjustment report
Added the ability to submit anonymous payments without amounts to save payment method for future autopay
Mobile App (Unreleased work in progress)
Worked on jobs screens for IOS, close to releasing jobs section on the IOS and Android app.
4/20/2021
Web Program (CLIPitc.com)
Changed Emails to include the company name in the From field.
Changed route settings options to be saved per user
Added Daily grosses report
Added search bar and adjusted toolbar
Added # of days to the custom reports section
fixed to copy in Country from pattern when creating new customers
Added anonymous payments option to invoice email
Added Customer program fee to all customers section
Changed anonymous payments to sort by customer name in drop down
Save programs/rounds pricing sheet settings in pattern program.
Mobile App (Unreleased work in progress)
Worked on Jobs schedule screen
Worked on Jobs notes screen
Worked on Job media screens
Worked on Job Zone scheduling screens
4/6/2021
Web Program (CLIPitc.com)
Changed Anonymous payments formatting design
Option to put overdue work on top for route sheets
Revenue report summary issue fixed
Optimized search speeds in CLIPitc
Option to hide quantity when invocing
Added option to save credit card in portal for Autopay
Alphabetic sorting for employee lists.
Fixed group replace date in mobile work screen
Adjusted portal for smaller screens.
Added notes fields to custom reports section.
Added more chemical tracking fields to materials
Added checkbox to share custom reports with other users in CLIPitc
Mobile App (1.31)
Some offline enhancements
Location update permissions enhancements
Mobile App (Unreleased work in progress)
Worked on Jobs charges screen
Worked on Jobs discounts screen
Worked on Job schedule screens
Worked on Job Zone scheduling screens
3/25/2021
Web Program (CLIPitc.com)
Improved delete invoice batch function
Added initial version of anonymous payments for CLIPPay
Added seasonal totals
Added packages report
Added customer collections report
Added customer display name to custom reports section
Added last name sorting option for route sheets
Mobile App (Unreleased)
Worked on Jobs Discount screen
Worked on Charge options job screen
Added ability to sign estimates on the mobile app screen
Made enhancements to invoice screen under customer
Added list of jobs to be finalized in finalize work section
2/22/2021
Web Program (CLIPitc.com)
Added CLIPPay processing for CLIPitc. Can go to https://clip.com/clippay to sign up!!
Added autopay entry directly from customer
Added materials import from excel function
Added options to update customer fields and property fields (added under patterns button)
Gave option to replace job when adding a job to the workbank from customer if it already exists.
Added technotes to route sheets
Added delivery status for customer message emails in get work section.
Added seasonal total amounts to package and job sections.
Added property status to custom reports section
Added employee customer times report.
Added employee budgeted vs actual report
Mobile App (Version 1.28)
Fixed issue with Daily work synchronization when offline
Added link in daily to access customer information
Added link in To do section to access customer information
Made To Do's editable in the daily section of the App
Added new formats for IPad (split screen layouts) to make better use of the larger screens.
Added dark mode (Apple devices only)
Added ability to add all employees from a crew at one time
Added ability to remove employees from daily work job.
Added clear offline data option to delete recorded work when there is a synchronizing issue
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Patch Notes before 2021 have been archived.
If you have any inquiries about any of the new additions, enhancements, changes, or corrections, don't hesitate to ask our support personnel!